November 30th, 2022 LUNCH
This meeting will be a IN PERSON ONLY (We are at capacity for this meeting at this time)
Registration 11:00am - 11:30am
Program Noon - 1:00pm
Our speaker will be in person LIVE at the Hyatt ~ Remember this is a LUNCH not a breakfast! We'll be back to breakfast soon, just giving the lunch hour time frame a try!
Topic: The Fed Strikes Back: Estate Planning Strategies in a High Interest Rate Environment
Many estate planning techniques that have been commonly used over the past 14 years were excellent tools to take advantage of the historically low interest rates that were put in place in response to the Great Recession. But, with inflation at its highest level in decades, the Federal Reserve has raised interest rates to levels we have not seen since 2008. The stock market has responded with sweeping losses for much of the past few months as investors grow anxious about a recession. Estate planning attorneys and other client advisors now need to explore other options to help clients achieve their goals. Does anyone remember the Qualified Personal Residence Trust? Join Andrew Benson, an estate planning attorney at Dorsey & Whitney LLP, for a presentation on charitable giving and trust funding strategies in our current interest rate and stock market environmen
Andrew is an associate in the Tax, Trusts and Estates group. His practice focuses on estate planning, (including the preparation of wills, trusts, financial powers of attorney, digital asset powers of attorney, and health care directives), estate and trust administration, business succession planning, and charitable giving to ensure a tax efficient transfer of wealth. Whether you need a simple estate plan or one that encompasses complex investments and assets in several states, Andrew can assist you in accomplishing your goals effectively and efficiently.
In addition to estate planning, Andrew’s practice includes work with tax-exempt entities ensuring compliance with tax code rules and regulations in areas like self-dealing and private foundation excise taxes.
Andrew also maintains an active pro bono practice advising nonprofits and artists on various legal issues as well as assisting refugees in filing asylum applications.